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2,558 hedge funds and large institutions have $156B invested in Merck in 2020 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 1,131 increasing their positions, 953 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 76

31% more call options, than puts

Call options by funds: $1.64B | Put options by funds: $1.24B

19% more repeat investments, than reductions

Existing positions increased: 1,131 | Existing positions reduced: 953

6% more capital invested

Capital invested by funds: $147B → $156B (+$9.51B)

6% more funds holding in top 10

Funds holding in top 10: 157166 (+9)

3% more funds holding

Funds holding: 2,4952,558 (+63)

0.65% less ownership

Funds ownership: 78.87%78.22% (-0.65%)

Holders
2,558
Holders Change
+63
Holders Change %
+2.53%
% of All Funds
51.61%
Holding in Top 10
166
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.73%
% of All Funds
3.35%
New
164
Increased
1,131
Reduced
953
Closed
76
Calls
$1.64B
Puts
$1.24B
Net Calls
+$392M
Net Calls Change
+$186M
Name Holding Trade Value Shares
Change
Change in
Stake
CST
1601
Charles Schwab Trust
Nevada
$1.11M +$15.4K +197 +1%
EMPI
1602
Elo Mutual Pension Insurance
Finland
$1.11M +$1.09M +13,972 New
HIM
1603
HawsGoodwin Investment Management
Tennessee
$1.1M +$1.25K +16 +0.1%
QT
1604
Quantamental Technologies
New York
$1.1M -$667K -8,514 -38%
AIM
1605
Allen Investment Management
New York
$1.1M +$229K +2,919 +27%
VCM
1606
Virtue Capital Management
Tennessee
$1.1M -$447K -5,704 -29%
GRP
1607
Global Retirement Partners
California
$1.1M +$53.4K +682 +5%
CF
1608
Centaurus Financial
California
$1.1M +$113K +1,442 +12%
CAS
1609
Cascadia Advisory Services
Oregon
$1.09M -$1.36M -17,380 -56%
CC
1610
Cypress Capital
Tennessee
$1.09M -$84.2K -1,075 -7%
KPCM
1611
Kings Point Capital Management
New York
$1.09M +$107K +1,363 +11%
SMC
1612
Smith, Moore & Co
Missouri
$1.09M +$142K +1,816 +15%
VNA
1613
Valley National Advisers
Pennsylvania
$1.09M -$78 -1 -0%
BONST
1614
Bank of Nova Scotia Trust
Ontario, Canada
$1.09M +$56.4K +720 +6%
AIA
1615
Angeles Investment Advisors
California
$1.08M -$91.8K -1,172 -8%
YIA
1616
YHB Investment Advisors
Connecticut
$1.08M -$283K -3,618 -21%
SC
1617
Schulhoff & Co
Ohio
$1.07M
BC
1618
Burleson & Co
California
$1.07M +$16.8K +215 +2%
NA
1619
Navellier & Associates
Nevada
$1.07M -$104K -1,331 -9%
TAM
1620
Trust Asset Management
Texas
$1.07M +$468K +5,981 +80%
RIA
1621
Realta Investment Advisors
Delaware
$1.06M +$8.15K +104 +0.8%
HPC
1622
Hobart Private Capital
North Carolina
$1.06M -$173K -2,214 -14%
WPP
1623
Whalerock Point Partners
Rhode Island
$1.06M -$909K -11,600 -91%
MWM
1624
Madison Wealth Management
Ohio
$1.06M +$10.5K +134 +1%
PCM
1625
Perkins Capital Management
Minnesota
$1.06M +$1.05M +13,388 New

MRK Hedge Fund Activity: Q3 2020 in Review

2,558 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2020, worth a combined $156B — up 6.5% from $147B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new MRK positions and 76 closed out — a net gain of 88 holders — while 1,131 added to existing stakes and 953 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $1.84B. The largest seller was Nordea Investment Management, cutting an estimated $750M.

  • 2,558 institutional investors held Merck (MRK) as of Q3 2020, up from 2,495 in Q2 2020.
  • Funds reported $156B of Merck stock for Q3 2020, up 6.5% quarter-over-quarter.
  • 164 funds opened new Merck positions in Q3 2020 and 76 closed out, a net change of +88 holders.
  • The largest Merck buyer in Q3 2020 was Berkshire Hathaway, an estimated $1.84B added.
  • The largest Merck seller in Q3 2020 was Nordea Investment Management, an estimated $750M sold.

Based on aggregated 13F filings for Q3 2020.